Set 3 Flashcards
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and
how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?
Choose 2 answers
A. Approach
B. Scope
C. Background
D. Terms and Conditions
A, B
Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate
each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products
together.
A consultant is assessing how CK can divide its forecasts by footwear line.
Which solution should the consultant recommend to improve CK’s forecasts?
A. Configure a new Forecast Type on Opportunity Product grouped by Product Family.
B. Configure a new Forecast Type on Opportunity grouped by Product Family.
C. Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.
D. Make separate stages and sales processes for each Product Family.
A
A consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for
accounts. Different sales representatives own local accounts that create a multi-level Account hierarchy. Cloud Kicks
needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when
viewing a parent account .
Which recommendation will meet this viewing requirement?
A. Configure Apex to update a custom field on the parent account with the total value of won opportunities from the
child accounts
B. Create a workflow rule to update the custom field on the parent account displaying the total value of won
opportunities from the child account
C. Create a Roll-up Summary field on the parent account displaying the total value of won opportunity from the child
accounts
D. Configure a link on the account that will open a list view showing the total value of open opportunities for all
accounts in the hierarchy
A
During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up
new ideas to incorporate4 into the current project.
Which best practice should the consultant use to refocus the meeting and stay on topic?
A. Tell key stakeholders that the team is focused on other ideas,
B. Remind the team of the purpose and scope of this project.
C. Incorporate the new ideas into the solution design.
D. Invite only the subject matter experts to subsequent workshops.
B
Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas
neighborhoods m their areas, leveraging new door-to-door campaign material to secure new customers. Internal studies
have shown the most valuable residential customers typically have a household income range between $50,000 and
$70,000.
Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?
A. Salesforce Maps using the Demographic Context data source to display income ranges for regions within their
territories
B. API integration with Salesforce Maps to plot existing customers on territory maps
C. A Salesforce Maps component plotting non-customers in residential neighborhoods
D. Salesforce Maps with ESR1 integration to display high density neighborhoods
A
Universal Containers compensates its sales team based on their achievement of the company’s sales revenue goals.
The sates ops team needs to track the sales reps’ performance against these goals.
How should the consultant meet the requirement?
A. Construct Opportunity Reports with custom formulas to show attainment.
B. Build automation to aggregate and report on revenue attainment from the User object.
C. Configure custom objects and use automation to calculate and stone attainment.
D. Configure sales quotas and compare quota attainment on the forecast.
D
Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in
a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this
account? Choose 2 answers
A. Grant Read access on the account’s cases.
B. Edit all opportunities on the account.
C. View the account and keep activities private.
D. View one of the opportunities on the account.
A, D
Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub.
Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must
approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? Choose 2 answers
A. Create two Approval Processes, one with the RSM and one with the RV
B. Use Process Builder to send an approval Task and email to the RSM and RV
C. Use Process Builder to automatically submit approvals over a 5% discount.
D. Create a two-step Approval Process with the RSM and RVP as approvers.
B, D
A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes
to the sharing model is taking increasingly more time.
What are two solutions the consultant should implement to resolve the Issue? Choose 2 answers
A. Move the users to the top of the role hierarchy.
B. Move the users to the bottom of the role hierarchy.
C. Mass transfer the records to another role in the role hierarchy.
D. Remove the users from the role hierarchy.
A, D
A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.
Which step should the consultant complete next?
A. Upgrade to the latest Salesforce Release.
B. Sign off on the statement of work.
C. Deliver training.
D. Complete a post-mortem
C
Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for
customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with
information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
A. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact
information from Salesforce.
B. Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and
contact information from Salesforce.
C. Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and
opportunity information and automatically update the ERP accordingly.
D. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity,
account, and contact information from Salesforce.
B
Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK
project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?
A. Matrix reports
B. Junction reports
C. Cross-object filters
D. Custom report types
D
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3
years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Good
to accommodate the new pricing term and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?
A. Use Revenue Schedules to capture installment payment plan details for each Product.
B. Add a custom field to the Quotes object to capture the number of installments,
C. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.
D. Create a Process Builder to create an Order for each installment payment.
B
Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last
year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-overmonth results.
Which two actions should the consultant take to meet the requirement? Choose 2 answers
A. Create a report based on the Opportunity reporting snapshot.
B. Create a dashboard component and schedule the dashboard to refresh monthly.
C. Schedule a reporting snapshot of the Opportunity History object to run monthly.
D. Schedule a reporting snapshot of the Opportunity object to run monthly.
A, D
The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new processes will
work. CK’s process is complex and requires multiple slides.
What should the consultant design to give CK this high-level view?
A. SIPOC Map
B. Value Stream Map
C. Capability Model
D. Universal Process Notation
C
Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products .
Which feature should a consultant recommend to store these documents?
A. Files sync
B. Salesforce Files
C. Document lists
D. Salesforce Knowledge
B
The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to
the sales team.
How should the consultant meet this requirement?
A. Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.
B. Recommend an integration with the marketing platform that creates leads in Salesforce,
C. Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.
D. Create a report of Salesforce leads and compare it with marketing data on a regular basis.
A
Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add
specific groups of Products to Opportunities.
Which two solutions should be used to validate that sales reps have completed the myTrailhead badge? Choose 2
answers
A. Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the
myTrailhead badge if the rep has yet to complete the badge.
B. Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the
Products with sales reps who have completed the badge.
C. Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being
added to an Opportunity.
D. Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales
reps who have completed the badge
A, B
Universal Containers is growing its international business. Domestic account executives believe that the standard price
book has become difficult to use because there are too many records reflecting different currencies and countryspecific product variations.
What should the consultant recommend to improve usability for account executives?
A. Create product families to enable users to filter by continent and country.
B. Use custom price books for domestic and international customers.
C. Use separate product catalogs for domestic and international customers.
D. Update the product naming conventions to include the currency in the product name
B
Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives
often have difficulties deciding when to move Opportunities through the various stages .
Which solution should the Consultant recommend?
A. Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed
information on what they need to do move the Opportunities to the next stage(s).
B. Use Path to provide guidance for key Opportunity stages
C. Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the
pipeline quickly
D. Configure a dashboard that shows Opportunities that have not moved stage for 30 days, and provide training to
those Opportunities owners.
B
In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the
design of the system? Choose 3 answers
A. Schedule training.
B. Establish performance benchmarks.
C. Observer end users.
D. Administrator a survey.
E. Host a focus group.
B, D, E
During a Discovery session at Cloud Kicks, a topic is highlighted that
How should the consultant proceed?
A. Conduct another Discovery session.
B. Define and submit a change order for the new items.
C. Revise the timeline for the new items.
D. Continue work because it is covered by the warranty
B
Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group
is also responsible for specific Accounts. CK has organization wide default access set to Public Read/1 for Accounts.
CK discovered this caused issues with data quality where reps edited Accounts outside their scope responsibility. CK
wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific
Accounts.
Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect
edits? Choose 2 answers
A. Change Account organization-wide defaults to Private.
B. Enable Account Teams to allow owners to grant Read/Write access.
C. Create an Account sharing rule to grant Read/Write access to all Accounts.
D. Change Account organization-wide defaults to Public/Read-Only.
B, D
Cloud Kicks wants to implement a methodology to determine which current Leads have the most in common with
Leads that have successfully been converted in the past .
How can Cloud Kicks support this requirement?
A. Use Einstein Lead Scoring
B. Create a lead Rollup Summary Field.
C. Use Lead Conversation Reporting.
D. Create a Joined report.
A